TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.34B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,242
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$3.28M
3
+$3.19M
4
V icon
Visa
V
+$3.16M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.02M

Top Sells

1
+$3.41M
2
+$3.3M
3
+$2.96M
4
MCD icon
McDonald's
MCD
+$2.8M
5
MO icon
Altria Group
MO
+$2.78M

Sector Composition

1 Technology 10.82%
2 Financials 7.85%
3 Healthcare 7.29%
4 Communication Services 5.12%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$69.9K ﹤0.01%
934
-8
677
$69.6K ﹤0.01%
1,200
+9
678
$69.4K ﹤0.01%
2,137
+635
679
$69.2K ﹤0.01%
2,291
-552
680
$68.7K ﹤0.01%
1,845
-210
681
$68.4K ﹤0.01%
504
+3
682
$68.2K ﹤0.01%
1,250
683
$68.1K ﹤0.01%
830
+340
684
$67.9K ﹤0.01%
1,291
+96
685
$67.2K ﹤0.01%
1,086
+78
686
$67.2K ﹤0.01%
1,176
-11
687
$66.8K ﹤0.01%
829
+620
688
$66.6K ﹤0.01%
4,660
-1,791
689
$66K ﹤0.01%
1,156
+36
690
$64.7K ﹤0.01%
1,205
+29
691
$64.6K ﹤0.01%
2,668
+1,189
692
$64.6K ﹤0.01%
753
-17
693
$63.9K ﹤0.01%
2,061
+1,403
694
$63.6K ﹤0.01%
5,056
-2,090
695
$63.3K ﹤0.01%
1,100
696
$62.7K ﹤0.01%
+1,033
697
$62.6K ﹤0.01%
344
+91
698
$62.5K ﹤0.01%
303
+138
699
$62.5K ﹤0.01%
771
-4,139
700
$62.4K ﹤0.01%
1,195
26 27
28
29 30